Consulting

Business Phone Systems for
Consulting Firms

VoIP Services Now sets up phone systems for consulting firms using business extensions on mobile and computer apps, shared enquiry routing and scheduled messages. Physical phones are optional; choose the setup around how partners and staff work.

Keep a distributed firm’s new enquiries separate from ongoing client conversations.

Get a Quote See Plans & Pricing (866) 601-3636

What handles it

Shared new-business enquiriesAuto attendant and ring groups — every plan
Partners working away from the officeMobile and computer apps — every plan
Unavailable staff and closing hoursSchedules and voicemail-to-email — every plan
Internal or client meetingsVideo meetings up to 100 participants — every plan

Quick Answer

Who sets up business phone systems for consulting firms?

VoIP Services Now is the business phone service run by SRS Networks, a Salinas, California company operating since 1996. Consulting firms get apps, an auto attendant, groups and video meetings on every plan. Pro includes call recording and CRM integration features. Any client-specific workflow or record policy needs confirmation rather than an assumed standard setup. Service starts at $11.99 per user per month with a 1-year commitment, plus taxes and regulatory fees. Optional equipment rental and onsite installation are separate. Call (866) 601-3636.

The Requirement

What Do Consulting Firms Need from a Phone System?

A partner at a client site and a colleague working from home can use the same business calling arrangement. The main-number enquiry still needs a defined answerer and backup. Separate that route from a client calling an established contact directly so the simplest caller journey is preserved.

For an app-based firm, the endpoint work is headsets, permissions, connection quality and staff access rather than a desk-phone count. Test the devices staff will use. An office visit is optional when it does not solve a physical setup need, and any onsite installation is separately quoted.

Conversation records are a policy choice, not a replacement for a statement of work. Decide whether recording is appropriate, who may access it and how it relates to written approvals. If CRM logging is required, specify the application and desired event so compatibility can be reviewed.

How It Works

How We Configure a Phone System for Consulting Firms

What you need	Feature or scope to confirm
Shared new-business enquiries	Auto attendant and ring groups — every plan
Partners working away from the office	Mobile and computer apps — every plan
Unavailable staff and closing hours	Schedules and voicemail-to-email — every plan
Internal or client meetings	Video meetings up to 100 participants — every plan
Optional conversation records	Call recording included on Pro; firm-approved policy
Client relationship workflow	CRM integration features — Pro; exact workflow to confirm

Full feature list Plans and pricing

Prepare the project

What Should Consulting Firms Include in a Quote Enquiry?

Describe roles, devices and the work you need. Keep private customer records and account credentials out of the initial enquiry.

Map new-business and existing-client routes with generic roles instead of confidential client information.
Count app-only users separately from physical phones and describe the working locations and devices.
Name any CRM requirement and the firm’s recording/access decision; identify who approves the account setup.

An acceptance example to agree: Use fictional enquiries to check shared answering, direct contact and absence fallback. Verify headset audio, app permissions and outbound caller ID on representative staff devices.

Download the site-planning worksheet (CSV)

Fill in one row per location. Start with counts and roles; keep passwords and transfer PINs out of the worksheet. No email is needed to download it.

Installation scope Planning multiple sites Number transfer requirements

Quote comparison

Compare the Work Behind the Monthly Rate

Use the same scope with every provider. Professional installation is available from several providers; compare the actual tasks, terms and costs.

Compared on	Ask every provider	VoIP Services Now
Physical installation	Who installs, which devices, and what work is excluded?	Onsite installation is available and quoted separately for your site.
When call quality drops	Who investigates the account, local network and internet connection?	Support can investigate call signalling and the network path. Agree access and responsibility for third-party network changes.
Cabling or a new drop	Is it included, separately priced or assigned to another vendor?	Network and cabling work can be scoped with SRS Networks. It is not included in a user-plan price.
Contract	What is the term, equipment ownership and cancellation obligation?	Monthly with a 1-year commitment, or month-to-month at a higher rate. A committed plan bills for 90 days after cancellation is requested; rented equipment must be returned.

Where We Install

Installed Onsite Nationwide, and Locally from Salinas

We install from Salinas on the Central Coast and in the South Bay, and through SRS Networks’ deployment teams elsewhere. Installation is separately quoted; these links describe service areas, not branch offices.

Salinas Monterey Watsonville Santa Cruz Gilroy San Jose Capitola Hollister Gonzales Santa Clara Sunnyvale Milpitas Bay Area

Other Industries We Set Up Phone Systems For

Plan a phone system for consulting firms

Get a phone-service quote with the installation scope spelled out. Compare the whole job before deciding which provider fits.

Request a phone-system quote

Step 1 — What do you need?

Your contact details

Only the four contact fields marked * are required. Add project details if you have them; you can discuss the rest with our team.

Name *

Business name *

Phone *

Email *

Text me about this request. I agree to receive text messages from VoIP Services Now about my request, appointment reminders and follow-ups at the number above. Msg frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase. Privacy Policy · SMS Terms

Installation city / ZIP (optional)

For multiple sites, list the cities. We confirm installation scope for each address.

How many phones / users? (optional)

Current provider (optional)

Contract status (optional)

Locations (optional)

Anything still on a copper line? (optional)

Anything else we should know?

Describe your call-routing or installation needs. Do not include passwords, account PINs, payment details or patient information.

A member of our team calls back, usually within one business day. Your details are never sold.

What to settle before you switch

1
We review your requirements
Start with users, site locations and the system you have today. You do not need a finished specification to ask for a quote.
2
Separate service, equipment and installation
Ask for the recurring plan, optional desk phones, onsite work and applicable fees to be shown separately. Site readiness and devices determine the installation scope.
3
Agree the port and installation plan
Contract dates, site access and carrier confirmation shape the target cutover. Keep current service active until the number transfer is confirmed complete.

Frequently Asked

Consulting Firm Phone System FAQs

Can we run the firm without desk phones?

Yes. Mobile and computer apps are included on every plan. Check the device, headset, permissions and connection staff will actually use. Physical phones and onsite installation are options to scope, not requirements for a distributed firm.

How should a new-business call reach the team?

Define a small answering group and fallback rather than ringing everyone indefinitely. Decide who returns an unanswered enquiry and how messages are handed off. A shared number does not supply a receptionist.

Can partners keep separate direct contact routes?

Describe the main and direct-number requirements in the quote. Existing numbers need porting review, and the intended destinations and caller ID need agreement. Confirm the account configuration rather than assuming every user receives the same number allocation.

Is recording a substitute for written scope approval?

No. Pro includes recording, but the firm still needs its approved consent, access and records policies and any required written agreement. Do not assume a recorded conversation establishes every commercial term or is appropriate to retain.

Can client meetings use the service too?

Video meetings up to 100 participants are included on every plan. Check the actual meeting workflow, devices and any client-specific restrictions. A calling plan does not establish compatibility with every client conferencing or security policy.

Will calls log in our CRM?

Pro includes CRM integration features. Name the CRM, version and desired action, such as a call record or screen pop, and have the proposal confirm support. Use synthetic records when demonstrating the workflow.

What if our staffing changes between projects?

Published per-user pricing has no volume bands. Choose monthly with a 1-year commitment or month-to-month, then confirm how additions and reductions apply to the account. Do not assume a temporary project end removes committed charges.

What should we include in the first enquiry?

Send user counts, working locations, current carrier, device preferences and a generic routing description. Keep client names, project materials and account credentials out of initial intake. Identify any physical installation or instruction you want priced separately.

Get a Quote Built for
Consulting Firms

Tell us your extension count and current provider. We price the port and the install together.

Get a Quote Call (866) 601-3636

845 West Market Street, Suite P, Salinas · Support 24/7 · No multi-year contracts

Business Phone Systems for Consulting Firms